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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1751
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$372K +$255K 4 0.33% Increased
1752
PNAA
Pictet North America Advisors
Switzerland
$371K $0 1 0.06% Maintained
1753
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$369K +$29.1K 1 0.02% Increased
1754
AC
Addison Capital
Pennsylvania
$368K -$6.95K 1 0.32% Reduced
1755
SC
SRB Corp
Massachusetts
$365K -$10.4K 2 0.05% Reduced
1756
WAS
Winch Advisory Services
Wisconsin
$363K +$13.5K 2 0.24% Increased
1757
MCMT
Moon Capital Management (Tennessee)
Tennessee
$363K $0 1 0.42% Maintained
1758
CAM
Chesapeake Asset Management
New York
$362K $0 1 0.33% Maintained
1759
DP
Dearborn Partners
Illinois
$362K -$220K 1 0.03% Reduced
1760
FFA
Fragasso Financial Advisors
Pennsylvania
$358K +$347K 1 0.11% New
1761
PCP
Proficio Capital Partners
Massachusetts
$358K +$32.6K 9 0.15% Increased
1762
BB
Bell Bank
North Dakota
$357K -$19.6K 1 0.1% Reduced
1763
EVM
Evelyn V. Moreno
$357K -$88.4K 1 0.11% Reduced
1764
CCM
Cribstone Capital Management
Maine
$355K -$109K 4 0.19% Reduced
1765
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$355K $0 2 0.03% Maintained
1766
CCG
Ceeto Capital Group
Florida
$354K +$343K 1 0.27% New
1767
PI
Parkside Investments
Illinois
$354K +$343K 1 0.2% New
1768
HA
Hamel Associates
New Jersey
$353K -$24.1K 1 0.17% Reduced
1769
KTC
Kistler-Tiffany Companies
Pennsylvania
$353K +$50.4K 3 0.15% Increased
1770
CCT
Country Club Trust
Missouri
$351K -$29.6K 1 0.05% Reduced
1771
UAM
UAS Asset Management
New York
$351K +$339K 1 0.17% New
1772
BFC
Blue Fin Capital
Rhode Island
$350K -$6.08K 1 0.21% Reduced
1773
SCI
S&CO Inc
Massachusetts
$350K $0 1 0.04% Maintained
1774
Destination Wealth Management
Destination Wealth Management
California
$348K -$67K 1 0.02% Reduced
1775
JWA
JFS Wealth Advisors
Pennsylvania
$348K +$243K 3 0.09% Increased